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ProShares Investment Grade-Interest Rate Hedged
IGHG

58 hedge funds and large institutions have $239M invested in ProShares Investment Grade-Interest Rate Hedged in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 20 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more capital invested

Capital invested by funds: $195M → $239M (+$43.5M)

17.11% more ownership

Funds ownership: 68.5% → 85.6% (+17%)

0% more funds holding

Funds holding: 58 → 58 (0)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 7

5% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 20

Holders
58
Holders Change
–
Holders Change %
0%
% of All Funds
0.85%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
7
Increased
19
Reduced
20
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$49.3M
2
Jane Street
Jane Street
New York
+$4.21M
3
TI
Tidal Investments
Wisconsin
+$2.07M
4
Bank of America
Bank of America
North Carolina
+$836K
5
SCA
Snowden Capital Advisors
New York
+$665K

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$5.69M
2
GM
GeoWealth Management
Illinois
-$4.07M
3
Wells Fargo
Wells Fargo
California
-$2.95M
4
CA
Capital Advantage
California
-$2.04M
5
Osaic Holdings
Osaic Holdings
Arizona
-$1.18M
Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
51
Pathway Financial Advisers
Indiana
$12.4K – – –
T
52
Tidemark
California
$11.9K +$11.8K +158 New
PTC
53
Private Trust Company
Ohio
$11.7K – – –
RG
54
Retirement Group
California
$11.3K – – –
HCM
55
Hollencrest Capital Management
California
$4.9K – – –
NS
56
NBC Securities
Alabama
$3K – – –
RF
57
Robinswood Financial
Washington
$2.11K – – –
Bank of Montreal
58
Bank of Montreal
Ontario, Canada
$755 -$75 -1 -9%
GM
59
GeoWealth Management
Illinois
– -$4.07M -54,905 Closed
Envestnet Asset Management
60
Envestnet Asset Management
Illinois
– -$522K -7,046 Closed
CCM
61
Coldstream Capital Management
Washington
– -$353K -4,772 Closed
Simplex Trading
62
Simplex Trading
Illinois
– -$70K -947 Closed
DFA
63
DHJJ Financial Advisors
Illinois
– -$43.8K -591 Closed
RIA
64
Realta Investment Advisors
Delaware
– -$11.3K -155 Closed
CSPIA
65
Cary Street Partners Investment Advisory
Virginia
– -$2.15K -29 Closed
1 2
3

IGHG Hedge Fund Activity: Q4 2023 in Review

58 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in ProShares Investment Grade-Interest Rate Hedged (IGHG) for Q4 2023, worth a combined $239M — up 22% from $195M a quarter earlier.

Fund positioning in IGHG was balanced in Q4 2023: 7 funds opened new positions, 7 closed out, 19 added to existing stakes and 20 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $49.3M. The largest seller was Susquehanna International Group, cutting an estimated $5.69M.

  • 58 institutional investors held ProShares Investment Grade-Interest Rate Hedged (IGHG) as of Q4 2023, unchanged from Q3 2023.
  • Funds reported $239M of ProShares Investment Grade-Interest Rate Hedged stock for Q4 2023, up 22% quarter-over-quarter.
  • 7 funds opened new ProShares Investment Grade-Interest Rate Hedged positions in Q4 2023 and 7 closed out, a net change of 0 holders.
  • The largest ProShares Investment Grade-Interest Rate Hedged buyer in Q4 2023 was Morgan Stanley, an estimated $49.3M added.
  • The largest ProShares Investment Grade-Interest Rate Hedged seller in Q4 2023 was Susquehanna International Group, an estimated $5.69M sold.

Based on aggregated 13F filings for Q4 2023.